Fiserv Inc
FISV- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0000798354
In the last 90 days, Fiserv Inc insiders filed 1 open-market purchase and 0 sales; 1,152 institutions reported holding it in 13F filings for Q2 2026, worth $23.4B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q3 2025
Institutional positions in Fiserv Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,736
- −84 vs. Q2 2025
- Shares held
- 482.8M
- +357.0K (+0.1%) vs. Q2 2025
- Total value
- $62.2B
- −$20.9B (−25.2%) vs. Q2 2025
- New holders
- 170
- 653 more added
- Sold out
- 254
- 689 more reduced
28 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FISV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,152 | $23.4B |
| Q1 2026 | 1,264 | $26.0B |
| Q4 2025 | 1,401 | $32.2B |
| Q3 2025 | 1,736 | $62.2B |
| Q2 2025 | 1,848 | $84.5B |
| Q1 2025 | 1,940 | $112.4B |
| Q4 2024 | 1,904 | $105.8B |
| Q3 2024 | 1,727 | $92.3B |
| Q2 2024 | 1,669 | $77.4B |
| Q1 2024 | 1,646 | $85.2B |
| Q4 2023 | 1,592 | $71.6B |
| Q3 2023 | 1,491 | $61.6B |
| Q2 2023 | 1,476 | $69.9B |
| Q1 2023 | 1,436 | $63.4B |
| Q4 2022 | 1,433 | $56.6B |
| Q3 2022 | 1,345 | $53.5B |
| Q2 2022 | 1,329 | $50.9B |
| Q1 2022 | 1,345 | $58.7B |
| Q4 2021 | 1,360 | $61.4B |
| Q3 2021 | 1,329 | $65.1B |
| Q2 2021 | 1,344 | $64.3B |
| Q1 2021 | 1,334 | $73.5B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Fiserv Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Wealth Management, LLC | 39,254 | $5.06M | 2.65% | +39,254 | New |
| Verdence Capital Advisors LLC | 40,023 | $5.06M | 0.29% | −431−1.1% | Reduced |
| Sovereign's Capital Management, LLC | 39,491 | $5.09M | 2.76% | +21,671+121.6% | Added |
| Fiduciary Trust Co | 39,929 | $5.15M | 0.06% | +1,302+3.4% | Added |
| Aryeh Capital Management Ltd. | 41,042 | $5.29M | 4.43% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 41,130 | $5.30M | 1.83% | +29,108+242.1% | Added |
| Carderock Capital Management Inc | 41,327 | $5.33M | 1.30% | +134+0.3% | Added |
| Headlands Technologies LLC | 41,460 | $5.35M | 0.43% | −28,125−40.4% | Reduced |
| Baker Ellis Asset Management LLC | 41,811 | $5.39M | 0.66% | +1,290+3.2% | Added |
| Alberta Investment Management Corp | 42,100 | $5.43M | 0.04% | +38,200+979.5% | Added |
| Hills Bank & Trust Co | 42,387 | $5.46M | 0.32% | −545−1.3% | Reduced |
| Delaney Dennis R | 42,420 | $5.47M | 2.74% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 39,592 | $5.47M | 0.11% | +1,269+3.3% | Added |
| JB Capital LLC | 42,624 | $5.50M | 0.24% | +41,095+2,687.7% | Added |
| Howe & Rusling Inc | 43,216 | $5.57M | 0.38% | −519−1.2% | Reduced |
| Cloverfields Capital Group, LP | 43,265 | $5.58M | 1.75% | +219+0.5% | Added |
| Quantitative Investment Management, LLC | 43,557 | $5.62M | 0.78% | +43,557 | New |
| Pacer Advisors, Inc. | 43,806 | $5.65M | 0.01% | −8,543−16.3% | Reduced |
| Dark Forest Capital Management LP | 43,874 | $5.66M | 0.21% | +17,489+66.3% | Added |
| Brinker Capital Investments, LLC | 44,011 | $5.67M | 0.04% | −10,789−19.7% | Reduced |
| RMB Capital Management, LLC | 44,207 | $5.70M | 0.10% | +111+0.3% | Added |
| Lido Advisors, LLC | 44,307 | $5.71M | 0.02% | +9,888+28.7% | Added |
| Live Oak Private Wealth LLC | 44,531 | $5.74M | 0.80% | +3,645+8.9% | Added |
| Ayrshire Capital Management LLC | 45,050 | $5.81M | 2.70% | −1,863−4.0% | Reduced |
| Redmond Asset Management, LLC | 45,056 | $5.81M | 1.43% | +26+0.1% | Added |
| Bell Asset Management Ltd | 45,267 | $5.84M | 1.60% | −5,761−11.3% | Reduced |
| Univest Financial Corp | 45,362 | $5.85M | 0.33% | +43,977+3,175.2% | Added |
| Torray LLC | 45,561 | $5.87M | 0.80% | −882−1.9% | Reduced |
| AlTi Global, Inc. | 45,768 | $5.90M | 0.14% | +8,195+21.8% | Added |
| Verition Fund Management LLC | 45,847 | $5.91M | 0.03% | −1,332−2.8% | Reduced |
| QRG Capital Management, Inc. | 45,885 | $5.92M | 0.07% | −123,785−73.0% | Reduced |
| Allianz Asset Management GmbH | 45,923 | $5.92M | 0.01% | −339−0.7% | Reduced |
| Value Holdings Management Co. LLC | 46,000 | $5.93M | 0.95% | +13,000+39.4% | Added |
| M. Kraus & Co | 46,143 | $5.95M | 1.66% | −341−0.7% | Reduced |
| Carmel Capital Management L.L.C. | 46,410 | $5.98M | 1.82% | −450−1.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 47,102 | $6.07M | 0.32% | −8,640−15.5% | Reduced |
| Morningstar Investment Management LLC | 47,125 | $6.08M | 0.22% | +47,125 | New |
| Machina Capital S.A.S. | 47,170 | $6.08M | 1.07% | +33,949+256.8% | Added |
| Captrust Financial Advisors | 47,350 | $6.10M | 0.01% | +10,922+30.0% | Added |
| Crossmark Global Holdings, Inc. | 47,412 | $6.11M | 0.09% | −4,222−8.2% | Reduced |
| UniSuper Management Pty Ltd | 47,502 | $6.12M | 0.04% | −58,003−55.0% | Reduced |
| Sora Investors LLC | 47,528 | $6.13M | 0.57% | −126,928−72.8% | Reduced |
| Saranac Partners Ltd | 47,658 | $6.16M | 1.12% | +22,418+88.8% | Added |
| Gilman Hill Asset Management, LLC | 47,761 | $6.16M | 0.96% | +14,359+43.0% | Added |
| First National Trust Co | 48,212 | $6.22M | 0.21% | +1,288+2.7% | Added |
| Thompson Investment Management, Inc. | 48,243 | $6.22M | 0.83% | +8,148+20.3% | Added |
| Vontobel Holding Ltd. | 48,820 | $6.29M | 0.02% | +4,553+10.3% | Added |
| Marks Group Wealth Management, Inc | 49,108 | $6.33M | 0.59% | −833−1.7% | Reduced |
| Oarsman Capital, Inc. | 49,132 | $6.33M | 0.89% | +3,388+7.4% | Added |
| Marex Group plc | 49,359 | $6.36M | 0.08% | +49,359 | New |
| Chesley Taft & Associates LLC | 49,480 | $6.38M | 0.27% | −4,233−7.9% | Reduced |
| Cheviot Value Management, LLC | 50,613 | $6.39M | 0.68% | +41,977+486.1% | Added |
| Raiffeisen Bank International AG | 48,987 | $6.39M | 0.09% | +44,365+959.9% | Added |
| Oppenheimer Asset Management Inc. | 49,719 | $6.41M | 0.07% | −4,031−7.5% | Reduced |
| Smithbridge Asset Management Inc | 49,774 | $6.42M | 0.93% | +172+0.3% | Added |
| Janney Montgomery Scott LLC | 49,918 | $6.44M | 0.02% | +944+1.9% | Added |
| Thomas Story & Son LLC | 50,476 | $6.51M | 2.39% | +3,505+7.5% | Added |
| Brevan Howard Capital Management LP | 50,598 | $6.52M | 0.09% | −115,556−69.5% | Reduced |
| Heritage Trust Co | 50,753 | $6.54M | 0.69% | +4,522+9.8% | Added |
| Liberty Capital Management, Inc. | 51,115 | $6.59M | 1.24% | −422−0.8% | Reduced |
| Vinva Investment Management Ltd | 50,675 | $6.61M | 0.13% | +11,536+29.5% | Added |
| Walleye Capital LLC | 51,292 | $6.61M | 0.05% | +48,288+1,607.5% | Added |
| Edgemoor Investment Advisors, Inc. | 51,594 | $6.65M | 0.51% | +8,099+18.6% | Added |
| Synovus Financial Corp | 51,719 | $6.67M | 0.08% | −1,641−3.1% | Reduced |
| Eagle Rock Investment Company, LLC | 51,900 | $6.69M | 1.00% | +8,641+20.0% | Added |
| HGK Asset Management Inc | 52,015 | $6.71M | 1.09% | +14,324+38.0% | Added |
| Empowered Funds, LLC | 52,251 | $6.74M | 0.07% | +36,295+227.5% | Added |
| Builder Investment Group Inc | 52,570 | $6.78M | 1.52% | −150−0.3% | Reduced |
| Middleton & Co Inc | 52,893 | $6.82M | 0.74% | +5,909+12.6% | Added |
| Schwerin Boyle Capital Management Inc | 53,700 | $6.92M | 0.76% | +53,700 | New |
| Logan Capital Management Inc | 53,775 | $6.93M | 0.29% | +1,703+3.3% | Added |
| ASR Vermogensbeheer N.V. | 54,382 | $7.01M | 0.09% | −270−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 55,094 | $7.10M | 1.04% | +9,887+21.9% | Added |
| Brooktree Capital Management | 55,395 | $7.14M | 4.54% | +10,246+22.7% | Added |
| Headinvest, LLC | 55,620 | $7.17M | 1.48% | +547+1.0% | Added |
| Nomura Holdings Inc | 56,278 | $7.26M | 0.03% | +39,027+226.2% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 56,989 | $7.35M | 2.71% | +7,522+15.2% | Added |
| Advisors Asset Management, Inc. | 57,153 | $7.37M | 0.13% | −10,323−15.3% | Reduced |
| Legal Advantage Investments, Inc. | 57,292 | $7.39M | 3.33% | −675−1.2% | Reduced |
| Brant Point Investment Management LLC | 57,679 | $7.44M | 1.65% | −6,142−9.6% | Reduced |
| Olstein Capital Management, L.P. | 58,000 | $7.48M | 1.41% | +26,500+84.1% | Added |
| Cullen/Frost Bankers, Inc. | 58,036 | $7.48M | 0.09% | −3,160−5.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 58,590 | $7.55M | 0.01% | −103,875−63.9% | Reduced |
| Mutual of America Capital Management LLC | 58,925 | $7.60M | 0.08% | −4,661−7.3% | Reduced |
| CX Institutional | 59,172 | $7.63M | 0.23% | +13,075+28.4% | Added |
| Webster Bank, N. A. | 59,657 | $7.69M | 0.74% | −1,367−2.2% | Reduced |
| Polar Capital Holdings Plc | 59,768 | $7.71M | 0.04% | +1,840+3.2% | Added |
| SRS Capital Advisors, Inc. | 59,908 | $7.72M | 0.11% | +52,544+713.5% | Added |
| Geneos Wealth Management Inc. | 61,866 | $7.98M | 0.20% | +1,470+2.4% | Added |
| Resources Management Corp | 61,954 | $7.99M | 1.03% | +12,149+24.4% | Added |
| Generali Asset Management SPA SGR | 62,061 | $8.00M | 0.17% | +2,473+4.2% | Added |
| Oregon Public Employees Retirement Fund | 62,134 | $8.01M | 0.10% | +14,215+29.7% | Added |
| JustInvest LLC | 63,044 | $8.13M | 0.08% | −12,210−16.2% | Reduced |
| Palmer Knight Co | 63,692 | $8.21M | 3.89% | +13,506+26.9% | Added |
| Jacobs & Co | 63,698 | $8.21M | 0.79% | +9,705+18.0% | Added |
| Diversified Trust Co | 63,869 | $8.23M | 0.16% | +3,629+6.0% | Added |
| SFE Investment Counsel | 64,401 | $8.30M | 1.33% | +26,872+71.6% | Added |
| FineMark National Bank & Trust | 64,486 | $8.31M | 0.27% | −296−0.5% | Reduced |
| Bahl & Gaynor Inc | 64,554 | $8.32M | 0.04% | −819−1.3% | Reduced |
| Robertson Opportunity Capital, LLC | 64,600 | $8.33M | 2.86% | 00.0% | Unchanged |